Reviews written by jasonk612
20 results - showing 1 - 20
Webinars
5.0 |
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3.0 |
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5.0 |
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Webinars
4.0 |
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good overview - lots of information
2.0 |
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Very basic information - not sure what I expected but didn't get a whole lot of new insight.
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4.0 |
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5.0 |
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It's a great and simple concept. Some of the early questions/comments tried to make it more complex than it is.
5.0 |
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4.0 |
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3.0 |
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Webinars
5.0 |
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Excellent!
Webinars
5.0 |
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Excellent webinar!
5.0 |
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Great material.
Portfolio Management
jasonk612
December 22, 2009
Overall rating
3.1
Company
3.0
Technology Support
3.0
Reconcilliation
3.0
Financial Institution Interfaces
3.0
Reports
4.0
Fixed Income
3.0
Tax Lot Accounting
3.0
Trading
3.0
Integrations
3.0
Security
3.0
Hosting
3.0
Pricing
3.0
Good performance reporting tool.
Most ratings fields are not applicable with my how I use Portfolio Center - so gave middle rating.
CRM Software
jasonk612
December 22, 2009
Overall rating
2.8
Company
3.0
Software Support
3.0
Investment Tracking
1.0
Insurance Tracking
2.0
Workflow Management
3.0
Productivity
3.0
Client Portal
4.0
Integration
3.0
Security
3.0
Pricing
3.0
Use primarily for client contact info and notes.
none
Webinars
5.0 |
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Webinars
4.0 |
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Webinars
4.0 |
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4.0 |
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20 results - showing 1 - 20
